Ameriprise
WREI

Ameriprise’s Invesco Wilshire US REIT ETF WREI Stock Holding History

Ameriprise’s Portfolio WREI Stock Details WREI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-103
Closed -$4K – 4769
2014
Q3 		$4K Hold
103
– – ﹤0.01% 5231
2014
Q2 		$4K Buy
+103
New +$4.2K ﹤0.01% 5032

Other funds holding WREI

AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Ameriprise's WREI Position: Q4 2014 in Review

Ameriprise sold out of Invesco Wilshire US REIT ETF (WREI) in Q4 2014, closing a stake of 103 shares — an estimated $4K sold.

Ameriprise first reported a position in WREI in Q2 2014 and held it in 2 quarters. The position peaked at $4K in Q3 2014. 12 funds tracked by Wall St. Rank hold WREI as of Q4 2014.

  • Ameriprise reported no remaining Invesco Wilshire US REIT ETF position as of Q4 2014 after selling out during the quarter.
  • Ameriprise sold 103 Invesco Wilshire US REIT ETF shares in Q4 2014, an estimated $4K.
  • Ameriprise first reported a position in Invesco Wilshire US REIT ETF in Q2 2014 and held it in 2 quarters.
  • Ameriprise's Invesco Wilshire US REIT ETF position peaked at $4K in Q3 2014.
  • 12 funds tracked by Wall St. Rank held Invesco Wilshire US REIT ETF as of Q4 2014.

Based on Ameriprise's 13F filing for Q4 2014, filed 13 Feb 2015.